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Home | Retirement Wealth Advisors | Jason Wenk : Retirement Wealth Advisors

Our goal is simple; help our clients live more enjoyable lives with a little help from smarter investment portfolios. Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. RWA has a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, personal relationships, and holistic wealth management.

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RETIREMENT WEALTH ADVISORS, INC

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RETIREMENT WEALTH ADVISORS, INC

JASON WENK

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JE●●ON , MICHIGAN, 49417

UNITED STATES

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JA●●●@WESTMICHIGANWEALTH.COM

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Home | Retirement Wealth Advisors | Jason Wenk : Retirement Wealth Advisors | retirementwealthadvisors.com Reviews

https://retirementwealthadvisors.com

Our goal is simple; help our clients live more enjoyable lives with a little help from smarter investment portfolios. Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. RWA has a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, personal relationships, and holistic wealth management.

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About | Retirement Wealth Advisors | Jason Wenk : Retirement Wealth Advisors

http://retirementwealthadvisors.com/about

Our Mission and Beliefs. Retirement Wealth Advisors ( RWA ) is a Fee-Only SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan. The firm was founded in 2005 to serve the specific needs of retired or soon to be retired investors. Over the past 10 years we have expanded throughout the United States, with over 100 independent financial advisors serving over 4,000 clients. Ryan Wheless, President. Ryan holds the following professional designations and affiliations:. Danielle is the CCO o...

2

Advisor Directory | Retirement Wealth Advisors | Jason Wenk : Retirement Wealth Advisors

http://retirementwealthadvisors.com/advisor-directory

3950 Cobb Parkway, Suite 1004. Acworth, GA 30101. P): 770.882.0121. Dacula, GA 30019. Dacula, GA 30019. 6123 Green Bay Rd., Ste 210. Kenosha, WI 53142. P): 262.764.4816. 15 W Carrillo St. Suite 230. Santa Barbara, CA 93101. 2150 S Main St Suite 106. Salt Lake City, UT 84115. 219 E San Antonio St. Suite N. New Braunfels, TX 78130. 1035 Peerless Crossing NW. Cleveland, TN 37312. P): 423.664.4203. Boalsburg, PA 16827. P): 814.574.3209. 1792 Woodstock Rd. Building 100. Roswell, GA 30075. Fenton, MI 48430.

3

Portfolios | Retirement Wealth Advisors | Jason Wenk : Retirement Wealth Advisors

http://retirementwealthadvisors.com/portfolios

RWA created FormulaFolios to manage client accounts in a flexible, low cost, highly diversified, and transparent manner. Each investment account is uniquely tailored for each individual client. By adhering to a defined process, we remove emotion and automate sound decision-making. We firmly believe that managing risk is the only way investors can develop a long-term investment strategy for dependable growth and future income. Ph) 800-903-2562 (fax) 616-667-2218. ADV Part 2A [Click Here]. We limit employe...

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When will the next Bear market start? Archives - Jason Wenk

http://jasonwenk.com/tag/when-will-the-next-bear-market-start

Get 3 Free Chapters of My Book, Smarter Than Wall Street. Market Update / How to handle this (painful) sideways market. Wednesday, May 6 2015. After 3 strong market years the last 6 months has been downright frustrating for many investors. The S&P 500 has come close to breaking into new all-time highs on 3 occasions the past few months, only to fail each time and retreat. To many, this feels like the end of the bull market, and a…. Estimated reading time: 4 minute(s). When will the next Bear market start?

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Portfolios | FormulaFolios

http://formulafolios.com/portfolios

FormulaFolios uses a combination of both proprietary investment strategies and select third party money manager strategies. Each client account will be customized to include some or all strategies based on our proprietary asset allocation algorithm. Below you can learn more about each strategy. This strategy is a diversified total return model that analyzes markets in a unique way. Sometimes, the model will be fully invested to take advantage of upward market movements. Other times, it will uniti...This ...

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5-Minute Market Commentary // August 3, 2015 | FormulaFolios

http://formulafolios.com/blog/5-minute-market-commentary-august-3-2015

5-Minute Market Commentary / August 3, 2015. Posted August 3, 2015. I am happy to present this weeks market commentary from FormulaFolio Investments. The goal is to give our clients and friends a simple way to see everything they need to know about the financial markets on a weekly basis, in 5 minutes or less. After all, finances should be simple, not complicated. Lesson to be learned – let’s not worry about what happens in financial markets when measured in the short term. In a nutshell, we want the RPI...

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Blog | FormulaFolios

http://formulafolios.com/blog

Want Smart Investment News from FormulaFolios delivered to your inbox automatically? Just put your email address below. This iframe contains the logic required to handle AJAX powered Gravity Forms. FormulaFolios Ranked #15 on Inc. 500. Posted Thursday, August 25 2016. S&P 500 Earnings Season Nearing an End. Posted Monday, August 22 2016. S&P 500 P/E Ratio at Highest Level Since Early 2010. Posted Monday, August 15 2016. 5-Minute Market Update August 15, 2016 I am happy to present this week’s market comme...

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Getting Started | FormulaFolios

http://formulafolios.com/getting-started

At FormulaFolios we believe every client deserves a customized portfolio specifically designed for their unique investment goals. We start by partnering with top independent financial advisors throughout the United States, and work with them through a defined process to ensure each client is delivered a custom investment proposal. To receive your customized FormulaFolios Investment Proposal, please contact your financial advisor, or use our contact form. To be referred to an approved advisor in your area.

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market crash 2015 Archives - Jason Wenk

http://jasonwenk.com/tag/market-crash-2015

Get 3 Free Chapters of My Book, Smarter Than Wall Street. Market Update / How to handle this (painful) sideways market. Wednesday, May 6 2015. After 3 strong market years the last 6 months has been downright frustrating for many investors. The S&P 500 has come close to breaking into new all-time highs on 3 occasions the past few months, only to fail each time and retreat. To many, this feels like the end of the bull market, and a…. Estimated reading time: 4 minute(s). When will the next Bear market start?

jasonwenk.com jasonwenk.com

Monthly Features | Jason Wenk

http://jasonwenk.com/monthly-features

Get 3 Free Chapters of My Book, Smarter Than Wall Street. Here you can find quick updates to the tables used in monthly features on my blog. Currently we have 2 free monthly features:. 1 Recession Probability Analytics (RPA). 2 Tactical Asset Allocation (TAA). For the most up to date measurements of each of these free monthly features just click on the items above. Thanks and enjoy responsibly,. Sign Up for Automatic Updates of New Blog Posts. 5-Minute Market Update / August 30, 2015. Email check failed,...

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Home | Retirement Wealth Advisors | Jason Wenk : Retirement Wealth Advisors

Are you an advisor? Learn more about us. Our goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. RWA has a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, personal relationships, and holistic financial planning. We Work For You. We offer complete turnkey solution...

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Retirement Wealth Advisors' Financial Commentary | for clients and friends of RWA, Inc.

Retirement Wealth Advisors’ Financial Commentary. For clients and friends of RWA, Inc. January 8, 2009. Consumer Borrowing Falls – Hallelujah! In a rather pessismitic article in put out today in the Associated Press read the following bit:. Consumers cut back on their borrowing by a record amount in dollar terms in November, another sign of trouble for the rapidly weakening economy. Since when is people not spending money they don’t have trouble? I guess I’ll never understand modern economics. Many obser...

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